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2,836 hedge funds and large institutions have $163B invested in Verizon in 2020 Q4 according to their latest regulatory filings, with 332 funds opening new positions, 1,314 increasing their positions, 990 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

320% more first-time investments, than exits

New positions opened: 332 | Existing positions closed: 79

33% more repeat investments, than reductions

Existing positions increased: 1,314 | Existing positions reduced: 990

8% more funds holding

Funds holding: 2,6272,836 (+209)

0.33% more ownership

Funds ownership: 66.46%66.79% (+0.33%)

0% less capital invested

Capital invested by funds: $163B → $163B (-$598M)

1% less call options, than puts

Call options by funds: $1.38B | Put options by funds: $1.39B

34% less funds holding in top 10

Funds holding in top 10: 198131 (-67)

Holders
2,836
Holders Change
+209
Holders Change %
+7.96%
% of All Funds
50.18%
Holding in Top 10
131
Holding in Top 10 Change
-67
Holding in Top 10 Change %
-33.84%
% of All Funds
2.32%
New
332
Increased
1,314
Reduced
990
Closed
79
Calls
$1.38B
Puts
$1.39B
Net Calls
-$8.8M
Net Calls Change
-$398M
Name Holding Trade Value Shares
Change
Change in
Stake
PSC
676
Prentiss Smith & Co
Vermont
$7.98M -$247K -4,162 -3%
MPM
677
Meritage Portfolio Management
Kansas
$7.95M +$161K +2,709 +2%
AC
678
Alley Company
Illinois
$7.9M -$33.1M -557,148 -81%
VFM
679
Viking Fund Management
North Dakota
$7.87M -$1.19M -20,000 -13%
TCM
680
Tufton Capital Management
Maryland
$7.86M +$66.5K +1,120 +0.8%
WC
681
Woodstock Corp
Massachusetts
$7.86M +$117K +1,967 +1%
FF
682
FourThought Financial
Florida
$7.8M +$7.89M +132,801 New
ALAM
683
Asahi Life Asset Management
Japan
$7.79M -$102K -1,720 -1%
AAA
684
Adams Asset Advisors
Texas
$7.79M
TA
685
TruWealth Advisors
Louisiana
$7.78M +$7.87M +132,493 New
SBH
686
Segall Bryant & Hamill
Illinois
$7.75M -$32.1K -540 -0.4%
RWM
687
Rench Wealth Management
Texas
$7.75M +$350K +5,887 +5%
BS
688
Boenning & Scattergood
Pennsylvania
$7.74M +$124K +2,091 +2%
CCT
689
Chemung Canal Trust
New York
$7.72M +$256K +4,310 +3%
PCM
690
Parsons Capital Management
Rhode Island
$7.71M +$21.2K +357 +0.3%
PCM
691
Palisade Capital Management
New Jersey
$7.7M +$31.4K +529 +0.4%
MIAN
692
Mariner Independent Advisor Network
Kansas
$7.63M +$708K +11,915 +10%
WJWM
693
Williams Jones Wealth Management
New York
$7.61M +$348K +5,855 +5%
HVIA
694
Hudson Valley Investment Advisors
New York
$7.57M +$38K +640 +0.5%
APA
695
American Portfolios Advisors
New York
$7.49M -$1.19M -20,058 -14%
FMBTD
696
First Midwest Bank Trust Division
Illinois
$7.47M -$237K -3,994 -3%
HA
697
Hamel Associates
New Jersey
$7.45M -$8.91K -150 -0.1%
BCA
698
Bernzott Capital Advisors
California
$7.41M -$545K -9,170 -7%
WSCM
699
Wellington Shields Capital Management
New York
$7.39M +$676K +11,390 +10%
GIM
700
Grassi Investment Management
California
$7.39M -$147K -2,472 -2%

VZ Hedge Fund Activity: Q4 2020 in Review

2,836 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Verizon (VZ) for Q4 2020, worth a combined $163B — down 0.37% from $163B a quarter earlier.

Buyers outnumbered sellers: 332 funds opened new VZ positions and 79 closed out — a net gain of 253 holders — while 1,314 added to existing stakes and 990 trimmed.

The largest buyer was Berkshire Hathaway, adding an estimated $5.25B. The largest seller was Capital World Investors, cutting an estimated $753M.

  • 2,836 institutional investors held Verizon (VZ) as of Q4 2020, up from 2,627 in Q3 2020.
  • Funds reported $163B of Verizon stock for Q4 2020, down 0.37% quarter-over-quarter.
  • 332 funds opened new Verizon positions in Q4 2020 and 79 closed out, a net change of +253 holders.
  • The largest Verizon buyer in Q4 2020 was Berkshire Hathaway, an estimated $5.25B added.
  • The largest Verizon seller in Q4 2020 was Capital World Investors, an estimated $753M sold.

Based on aggregated 13F filings for Q4 2020.